See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,226 | $48,750-72.9% | $88,946-85.1% | $74,304-82.2% |
| Participation rate | 18.2% | 44.5%-26.3pp | 68.8%-50.7pp | 60.3%-42.2pp |
| Annual return | 19.05% | 25.91%-6.9pp | 57.82%-38.8pp | 29.43%-10.4pp |
| Employer contribution / active EE | $291 | $1,255-76.8% | $2,555-88.6% | $2,241-87.0% |
| Participant deferral / active EE | $781 | $2,423-67.8% | $4,581-83.0% | $3,767-79.3% |
| Admin fee / account holder | $1,210 | $3,756-67.8% | $8,261-85.4% | $2,969-59.3% |